+9.1%
TE vs PAYC
+50.2%
-41.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.1% | -3.0% |
| 7D | -19.1% | +4.9% | -23.9% | -19.8% |
| 30D | -34.1% | +4.1% | -38.3% | -34.6% |
| 3M | -60.1% | +11.5% | -71.6% | -61.1% |
| 6M | -66.0% | +85.3% | -151.2% | -72.0% |
| YTD | -71.4% | +57.3% | -128.7% | -74.9% |
| 1Y | -45.3% | +52.6% | -97.8% | -51.4% |
| 3Y | +9.1% | +48.3% | -39.1% | -6.0% |
| All | +9.1% | +50.2% | -41.0% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling